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EverSource Wealth Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Nov 4, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $3,107,798,681
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD MORNINGSTAR GROWTH ETF · ETF · 922908736 · shares: $117,605,306
- VANGUARD MORNINGSTAR VALUE ETF · ETF · 922908744 · shares: $81,623,209
- VANGUARD FTSE DEVELOPED MARKETS ETF · ETF · 921943858 · shares: $70,284,912
- APPLE INC COM · Stock · 037833100 · shares: $67,842,346
- PRAXIS IMPACT LARGE CAP GROWTH ETF · ETF · 74006E736 · shares: $62,936,235
- NVIDIA CORPORATION COM · Stock · 67066G104 · shares: $58,051,311
- PRAXIS IMPACT LARGE CAP VALUE ETF · ETF · 74006E744 · shares: $50,237,595
- STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF · ETF · 78468R663 · shares: $42,340,212
- MICROSOFT CORP COM · Stock · 594918104 · shares: $40,946,692
- iShares Gold Trust ETF · ETF · 464285204 · shares: $39,607,868
Reported holdings
19,881 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ACLARIS THERAPEUTICS INC COM | Stock | 00461U105 | — | 197 shares | $1,036 |
| AMERESCO INC CL A | Stock | 02361E108 | — | 50 shares | $1,036 |
| ITRON INC COM | Stock | 465741106 | — | 12 shares | $1,036 |
| CRANE NXT CO COM | Stock | 224441105 | — | 22 shares | $1,036 |
| OPTION CARE HEALTH INC COM NEW | Stock | 68404L201 | — | 46 shares | $1,035 |
| SIRIUSXM HOLDINGS INC COMMON STOCK | Stock | 829933100 | — | 40 shares | $1,035 |
| JACKSON FINANCIAL INC COM CL A | Stock | 46817M107 | — | 8 shares | $1,035 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 192446102 | — | 18 shares | $1,034 |
| FIRST BANCORP INC ME COM | Stock | 31866P102 | — | 31 shares | $1,034 |
| VIVMARK RESIDENTIAL SH BEN INT | REIT | 29476L107 | — | 17 shares | $1,033 |
| FIRST AMERN FINL CORP COM | Stock | 31847R102 | — | 17 shares | $1,033 |
| FIRST BUSINESS FINL SVCS INC W COM | Stock | 319390100 | — | 15 shares | $1,032 |
| ENSIGN GROUP INC COM | Stock | 29358P101 | — | 6 shares | $1,032 |
| BJS RESTAURANTS INC COM | Stock | 09180C106 | — | 18 shares | $1,031 |
| CENTRAL BANCOMPANY COM CL A | Stock | 152413100 | — | 33 shares | $1,031 |
| MBIA INC COM | Stock | 55262C100 | — | 242 shares | $1,031 |
| MIRION TECHNOLOGIES INC COM CL A | Stock | 60471A101 | — | 73 shares | $1,031 |
| CARLYLE GROUP INC COM | Stock | 14316J108 | — | 26 shares | $1,031 |
| OSHKOSH CORP COM | Stock | 688239201 | — | 8 shares | $1,031 |
| AVEANNA HEALTHCARE HLDGS INC COM | Stock | 05356F105 | — | 83 shares | $1,030 |
| CURBLINE PPTYS CORP COM | REIT | 23128Q101 | — | 37 shares | $1,030 |
| HOST HOTELS & RESORTS INC COM | REIT | 44107P104 | — | 46 shares | $1,030 |
| ONTERRIS INC COM | Stock | 615111101 | — | 77 shares | $1,030 |
| SPRINKLR INC CL A | Stock | 85208T107 | — | 208 shares | $1,030 |
| UNITED NAT FOODS INC COM | Stock | 911163103 | — | 23 shares | $1,030 |
| CORE NATURAL RESOURCES INC COM SHS | Stock | 218937100 | — | 12 shares | $1,030 |
| UNITY BANCORP INC COM | Stock | 913290102 | — | 19 shares | $1,030 |
| DUCOMMUN INC DEL COM | Stock | 264147109 | — | 6 shares | $1,029 |
| PEDIATRIX MEDICAL GROUP INC COM | Stock | 58502B106 | — | 40 shares | $1,029 |
| FVCBANKCORP INC COM | Stock | 36120Q101 | — | 59 shares | $1,028 |
| ROCKY BRANDS INC COM | Stock | 774515100 | — | 23 shares | $1,028 |
| ORGANON & CO COMMON STOCK | Stock | 68622V106 | — | 75 shares | $1,028 |
| AMNEAL PHARMACEUTICALS INC COM STK CL A | Stock | 03168L105 | — | 51 shares | $1,027 |
| AVERY DENNISON CORP COM | Stock | 053611109 | — | 6 shares | $1,027 |
| INTERNATIONAL BANCSHARES CORP COM | Stock | 459044103 | — | 15 shares | $1,027 |
| TD SYNNEX CORPORATION COM | Stock | 87162W100 | — | 4 shares | $1,027 |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | M22465104 | — | 8 shares | $1,027 |
| ARTIVION INC COM | Stock | 228903100 | — | 45 shares | $1,027 |
| UNDER ARMOUR INC CL A | Stock | 904311107 | — | 230 shares | $1,026 |
| SLIDE INS HLDGS INC COM | Stock | 831349105 | — | 46 shares | $1,026 |
| GAMING & LEISURE P COM | REIT | 36467J108 | — | 27 shares | $1,025 |
| CENTURY COMMUNITIES INC COM | Stock | 156504300 | — | 17 shares | $1,024 |
| FIRST MID BANCSHARES INC COM | Stock | 320866106 | — | 21 shares | $1,024 |
| NORWOOD FINANCIAL CORP COM | Stock | 669549107 | — | 31 shares | $1,024 |
| KEYCORP COM | Stock | 493267108 | — | 51 shares | $1,024 |
| ENPHASE ENERGY INC COM | Stock | 29355A107 | — | 31 shares | $1,023 |
| RXO INC COMMON STOCK | Stock | 74982T103 | — | 50 shares | $1,023 |
| CONSOLIDATED EDISON INC COM | Stock | 209115104 | — | 10 shares | $1,022 |
| HECLA MINING COMPANY COM | Stock | 422704106 | — | 60 shares | $1,022 |
| ZURN ELKAY WATER SOLNS CORP COM | Stock | 98983L108 | — | 22 shares | $1,022 |
| CENTURI HOLDINGS INC COM SHS | Stock | 155923105 | — | 51 shares | $1,022 |
| BILL HOLDINGS INC COM | Stock | 090043100 | — | 24 shares | $1,021 |
| GPGI INC COM CL A | Stock | 20459V105 | — | 86 shares | $1,021 |
| NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES | Stock | N62509109 | — | 42 shares | $1,021 |
| HANMI FINL CORP COM NEW | Stock | 410495204 | — | 33 shares | $1,020 |
| MATIV HOLDINGS INC COM | Stock | 808541106 | — | 88 shares | $1,020 |
| MOBILEYE GLOBAL INC COMMON CLASS A | Stock | 60741F104 | — | 138 shares | $1,020 |
| LAUDER ESTEE COS INC CL A | Stock | 518439104 | — | 11 shares | $1,020 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 | — | 2 shares | $1,019 |
| NUVEEN ESG SMALL-CAP ETF | ETF | 67092P607 | — | 21 shares | $1,019 |
| FERVO ENERGY CO CL A COM | Stock | 31556C106 | — | 75 shares | $1,019 |
| ARBUTUS BIOPHARMA CORP COM | Stock | 03879J100 | — | 213 shares | $1,018 |
| NORTHRIM BANCORP INC COM | Stock | 666762109 | — | 42 shares | $1,018 |
| ARISTA NETWORKS INC COM SHS | Stock | 040413205 | — | 5 shares | $1,018 |
| UNITED STS LIME & MINERALS INC COM | Stock | 911922102 | — | 9 shares | $1,018 |
| SLM CORP COM | Stock | 78442P106 | — | 45 shares | $1,018 |
| MERCK & CO INC COM | Stock | 58933Y105 | — | 7 shares | $1,017 |
| ALLY FINL INC COM | Stock | 02005N100 | — | 27 shares | $1,016 |
| CRONOS GROUP INC COM | Stock | 22717L101 | — | 308 shares | $1,016 |
| HIGHWOODS PPTYS INC COM | REIT | 431284108 | — | 35 shares | $1,016 |
| ARCH CAP GROUP LTD ORD | Stock | G0450A105 | — | 11 shares | $1,016 |
| LIVE NATION ENTERTAINMENT INC COM | Stock | 538034109 | — | 6 shares | $1,016 |
| LIBERTY MEDIA CORP DEL COM SER A | Stock | 531229771 | — | 12 shares | $1,016 |
| ADVANCED DRAIN SYS INC DEL COM | Stock | 00790R104 | — | 8 shares | $1,015 |
| CUBESMART COM | REIT | 229663109 | — | 27 shares | $1,015 |
| VESTIS CORPORATION COM SHS | Stock | 29430C102 | — | 76 shares | $1,015 |
| STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | ETF | 78463X863 | — | 40 shares | $1,015 |
| STMICROELECTRONICS N V NY REGISTRY | ADR | 861012102 | — | 19 shares | $1,014 |
| XYLEM INC COM | Stock | 98419M100 | — | 10 shares | $1,013 |
| WOLFSPEED INC COM | Stock | 97785W106 | — | 36 shares | $1,013 |
| COMMUNITY FINANCIAL SYSTEM INC COM | Stock | 203607106 | — | 17 shares | $1,012 |
| LANDSTAR SYS INC COM | Stock | 515098101 | — | 6 shares | $1,012 |
| SKYDANCE CORP COM CL B | Stock | 69932A204 | — | 98 shares | $1,012 |
| SANDRIDGE ENERGY INC COM NEW | Stock | 80007P869 | — | 75 shares | $1,012 |
| ECOVYST INC COM | Stock | 27923Q109 | — | 103 shares | $1,012 |
| ALTRIA GROUP INC COM | Stock | 02209S103 | — | 15 shares | $1,010 |
| CHEFS WHSE INC COM | Stock | 163086101 | — | 9 shares | $1,010 |
| UNIVERSAL INS HLDGS INC COM | Stock | 91359V107 | — | 24 shares | $1,010 |
| WD 40 CO COM | Stock | 929236107 | — | 5 shares | $1,010 |
| ITT INC COM | Stock | 45073V108 | — | 5 shares | $1,009 |
| BLACKLINE INC COM | Stock | 09239B109 | — | 38 shares | $1,008 |
| FLOOR & DECOR HLDGS INC CL A | Stock | 339750101 | — | 22 shares | $1,008 |
| FLOOR & DECOR HLDGS INC CL A | Stock | 339750101 | — | 22 shares | $1,008 |
| HALEON PLC SPON ADS | ADR | 405552100 | — | 112 shares | $1,008 |
| HAWKINS INC COM | Stock | 420261109 | — | 8 shares | $1,008 |
| KOREA ELEC PWR CORP SPONSORED ADR | ADR | 500631106 | — | 92 shares | $1,008 |
| MURPHY USA INC COM | Stock | 626755102 | — | 2 shares | $1,008 |
| ENERGY TRANSFER L P COM UT LTD PTN | Stock | 29273V100 | — | 51 shares | $1,008 |
| ARCUS BIOSCIENCES INC COM | Stock | 03969F109 | — | 39 shares | $1,007 |
| DOCUSIGN INC COM | Stock | 256163106 | — | 15 shares | $1,007 |